See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,215 | $100,773+105.6% | $88,946+133.0% | $142,382+45.5% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 14.86% | 70.18%-55.3pp | 57.82%-43.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,336 | $2,918-19.9% | $2,555-8.6% | $4,299-45.7% |
| Participant deferral / active EE | $6,477 | $5,230+23.8% | $4,581+41.4% | $6,507-0.5% |
| Admin fee / account holder | $692 | $9,693-92.9% | $8,261-91.6% | $12,624-94.5% |